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Longevity Income Solutions

The bridge between finances and elderly care

Financial consultant in Blue Bell, PA (show on map)
Google 5.0
★★★★★
18 reviews

Longevity Income Solutions (LIS) specializes in financial solutions for seniors facing adverse health conditions, offering services like senior financial planning, longevity income annuities, and long-term care insurance guidance.

Call (855) 733-3337
Navigate to Visit website
Longevity Income Solutions website

About

Longevity Income Solutions (LIS) is an organization designed specifically to address financial solutions for seniors currently experiencing adverse health conditions. The principals that created LIS have a combined 50+ years of experience in the senior healthcare industry, directly working with clients and their desired method of care, community or home based, to implement financial strategies at all levels of care.

Through those years of research and experience, LIS has developed an understanding of the challenges in the LTC industry that are faced both from the community side and the residents and their families’ perspective. Our primary focus is the senior healthcare market, most notability providing financial care solutions for those requiring services at all levels of care including home health care, assisted living, intermediate and custodial nursing facilities. Our unique educational resource highlights that it is not too late for financial solutions even if already receiving care! We help individuals and families gain a better understanding of the benefits of long-term care (LTC) insurance, guide through the marketplace, and ensure policies are used to maximum benefit. We also review veterans’ benefits and Medicare/ Medicaid coverage. Our team explores current policies to ensure benefits are utilized for maximum benefit and reduces out-of-pocket care costs.

Specialized focus on seniors with pre-existing health conditions
Guaranteed monthly income solutions (LIA)
Expertise in long-term care insurance and veterans’ benefits
Comprehensive financial planning for long-term care journeys

Services

Senior Financial Planning

Comprehensive financial planning for seniors, including long-term care financing, insurance strategies, entitlement programs, veterans’ benefits, tax deductions, and legal documentation support.

Long-term care financing options Insurance strategy development Medicare and Medicaid eligibility assessment Veterans’ benefits review Tax deduction analysis Power of attorney and legal document support

Longevity Income Annuities (LIA)

Guaranteed monthly income solution for seniors with pre-existing conditions, designed to cover long-term care costs without market volatility.

Guaranteed monthly income Market volatility avoidance Coverage for home health care and senior living communities No restrictions on income usage

Long-Term Care Insurance

Expert guidance on understanding, accessing, and purchasing LTC insurance policies, with expertise gained from 25+ years in the industry.

Policy understanding and access Coverage eligibility determination Benefit optimization and overlap reduction Out-of-pocket cost minimization

Veterans’ Benefits Review

Assessment and optimization of veterans’ benefits to support long-term care needs.

Veterans’ benefits analysis Maximization of benefits for care costs

Medicare/Medicaid Review

Specialized review of Medicare and Medicaid coverage to ensure optimal health benefits and financial stability.

Medicare coverage analysis Medicaid eligibility assessment Benefit optimization and cost savings identification

Credentials & Certifications

50+ years of combined experience in senior healthcare and financial planning
Since 2020

Reviews

Google
Rating
5
★★★★★
Reviews
18
"Highly recommend them for their professionalism and service!"

Frequently Asked Questions

What is the purpose of Longevity Income Solutions? +

LIS provides financial solutions for seniors facing adverse health conditions, focusing on long-term care planning, insurance guidance, and annuity products.

How does the Longevity Income Annuity (LIA) work? +

LIA offers a guaranteed monthly income for seniors with pre-existing conditions, avoiding market volatility and covering long-term care costs without restrictions on usage.

What services does LIS provide for long-term care insurance? +

LIS guides individuals and families through understanding, accessing, and purchasing LTC insurance policies, optimizing benefits and minimizing out-of-pocket costs.

How does LIS assist with veterans’ benefits? +

LIS reviews and optimizes veterans’ benefits to support long-term care needs, ensuring maximum benefit utilization.

What is the process for Medicare/Medicaid review? +

LIS analyzes current Medicare coverage, assesses Medicaid eligibility, and develops strategies to optimize benefits and reduce costs.

Contact Longevity Income Solutions

Longevity Income Solutions
Category
Financial consultant
Wheelchair Accessible
Call (855) 733-3337

Opening Hours

Sunday
Closed
Monday
9 am–5 pm
Tuesday
9 am–5 pm
Wednesday
9 am–5 pm
Thursday
9 am–5 pm
Friday
9 am–5 pm
Saturday
Closed

Location

Location of Longevity Income Solutions, 5 Valley Square Suite 200, Blue Bell, PA 19422 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with Longevity Income Solutions?

Reach out today to schedule a consultation.

(855) 733-3337

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